Roth Financial Group, Merritt Island, Florida

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Baseball Lessons That Might Help Change Up Your Finances

Learn some lessons from America’s favorite pastime that may inspire you to take a fresh look at your finances.
Splurge or Save? Making the Most of Your Income-Tax Refund

Did you receive an income-tax refund this year? This article looks at some ways to use it.
Small Businesses Should Prepare for Stronger Tax Enforcement

The IRS is receiving $80 billion to upgrade its technology and workforce. This article offers tips for business owners to help avoid a tax audit.
HOT TOPIC: ‘Tis the Season for Tax-Friendly Giving Strategies

Donating to charity can make a difference at any time of the year. But taking a strategic approach, possibly as part of your year-end tax planning, could offer tax benefits and potentially increase your ability to give. This article provides an overview of various tax-advantaged giving strategies.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.
Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.
Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.